Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF comprennent Financial Engines Advisors L.L.C., Nyl Investors Llc, Wrenne Financial Planning LLC, SRS Capital Advisors, Inc., Iron Horse Wealth Management, LLC, et CoreFirst Bank & Trust .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 16 717 | 0,42 | 2 325 | 4,97 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2 754 | 1,59 | 383 | 6,39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 437 | 1 050,00 | 61 | 1 100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 037 | 4,25 | 283 | 8,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 611 | 2,18 | 4 953 | 6,79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 4 805 | 9,35 | 668 | -22,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 3 946 | 4,50 | 549 | 9,16 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 093 | 10,16 | 291 | 15,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 367 | 0,82 | 51 | -1,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 150 323 | 13,75 | 20 909 | 18,88 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 8 231 | 2,90 | 1 145 | 7,52 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 40 889 | 100,38 | 5 687 | 109,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39 461 | 44,76 | 5 489 | 51,27 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27 104 | 22,00 | 3 770 | 27,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 439 | 2 008 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 145 | 20 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 99 | 14 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54 256 | 0,20 | 7 547 | 4,72 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1 959 | 10,37 | 272 | 15,25 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 7 971 | 1 109 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 654 | 22,76 | 369 | 28,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 | 100,00 | 6 | 150,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 511 | 73,28 | 210 | 81,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 551 | 2,78 | 911 | 7,31 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 918 | 0,08 | 823 | 4,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 298 | 20,63 | 323 | 27,27 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 38 953 | 5,87 | 5 418 | 10,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 994 | 46,58 | 695 | 53,20 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 758 | 0,40 | 105 | 5,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 779 | 0,19 | 526 | 4,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96 520 | 4,86 | 13 425 | 9,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 750 | 10,90 | 243 | 15,71 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 | 7 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 616 | 0,38 | 364 | 4,91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 517 | 4,13 | 1 185 | 8,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15 772 | 2 194 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 117 989 | 5,75 | 16 411 | 10,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 963 | 2,01 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10 215 | 1 421 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 254 | 35 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4 655 | 2,20 | 647 | 6,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20 695 | 29,97 | 2 878 | 35,82 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 6 034 | 839 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 116 | 6,80 | 2 103 | 11,63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 806 | 1,39 | 529 | 6,01 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15 705 | 0,32 | 2 184 | 4,85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 189 | 232,63 | 722 | 248,31 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 318 | 0,05 | 601 | 4,53 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14 859 | 3,40 | 2 067 | 8,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 851 | 0,01 | 1 787 | 4,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 236 | 0,41 | 172 | 4,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25 182 | 0,60 | 3 503 | 5,13 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11 293 | 9,91 | 1 571 | 14,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36 596 | 1,21 | 5 090 | 5,78 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88 750 | 4,71 | 12 344 | 9,43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11 143 | 3,05 | 1 550 | 7,64 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 12 555 | 2,82 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12 065 | 13,63 | 1 678 | 18,75 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8 104 | 1,05 | 1 127 | 5,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 30 514 | 4,37 | 4 244 | 9,07 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 867 | 0,32 | 260 | 4,86 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 57 184 | 0,14 | 7 954 | 4,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 186 497 | 7,94 | 25 940 | 12,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 497 | 55,70 | 3 825 | 62,72 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 18 513 | 0,39 | 2 575 | 6,23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 088 | 41,53 | 708 | 47,91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2 528 | 352 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 847 | 0,89 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 136 | 0,44 | 158 | 4,67 |
